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SHYG Holdings Changes image
This page summarizes the SHYG holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether SHYG is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing SHYG Share Count
Bramshill Investments LLC 2,025 4,799,257 +4,797,232 +236900.35%
Raleigh Capital Management Inc. 20 870 +850 +4250.00%
CI Private Wealth LLC 5,225 138,260 +133,035 +2546.12%
Childress Capital Advisors LLC 6,496 102,883 +96,387 +1483.79%
Millennium Management LLC 9,489 107,646 +98,157 +1034.43%
Donoghue Forlines LLC 16,522 79,048 +62,526 +378.44%
Ninety One UK Ltd 48,200 196,200 +148,000 +307.05%
Strategic Blueprint LLC 4,909 17,163 +12,254 +249.62%
Renaissance Technologies LLC 77,700 263,600 +185,900 +239.25%
GeoWealth Management LLC 35,535 106,353 +70,818 +199.29%
Essex LLC 16,920 48,446 +31,526 +186.32%
Friedenthal Financial 60,549 157,728 +97,179 +160.50%
Blair William & Co. IL 691 1,723 +1,032 +149.35%
Huntington National Bank 40 94 +54 +135.00%
Crabel Capital Management LLC 16,262 36,389 +20,127 +123.77%
Ronald Blue Trust Inc. 4,264 9,409 +5,145 +120.66%
Transform Wealth LLC 54,103 118,224 +64,121 +118.52%
Parallel Advisors LLC 845 1,830 +985 +116.57%
Goldman Sachs Group Inc. 92,046 193,339 +101,293 +110.05%
Bessemer Group Inc. 3,200 6,557 +3,357 +104.91%
Atria Investments LLC 331,062 672,445 +341,383 +103.12%
Cedar Wealth Management LLC 1 2 +1 +100.00%
Regions Financial Corp 9,168 17,601 +8,433 +91.98%
Whittier Trust Co. 3,650 6,917 +3,267 +89.51%
Change Path LLC 69,045 128,856 +59,811 +86.63%
Baird Financial Group Inc. 14,166 26,006 +11,840 +83.58%
Susquehanna International Group LLP 17,878 30,232 +12,354 +69.10%
Gerber Kawasaki Wealth & Investment Management 10,545 17,819 +7,274 +68.98%
Farther Finance Advisors LLC 12,114 20,430 +8,316 +68.65%
United Capital Financial Advisers LLC 115,780 193,974 +78,194 +67.54%
Cetera Advisors LLC 30,176 49,507 +19,331 +64.06%
Private Trust Co. NA 3,557 5,709 +2,152 +60.50%
Retirement Group LLC 3,740 5,793 +2,053 +54.89%
Hudock Inc. 25,921 39,765 +13,844 +53.41%
Park Avenue Securities LLC 148,625 226,863 +78,238 +52.64%
CFS Investment Advisory Services LLC 21,328 32,182 +10,854 +50.89%
JNB Advisors LLC 208,271 306,499 +98,228 +47.16%
Envestnet Portfolio Solutions Inc. 39,978 57,400 +17,422 +43.58%
BNP Paribas Arbitrage SA 340,512 479,371 +138,859 +40.78%
Citigroup Inc. 315 437 +122 +38.73%
Equitable Holdings Inc. 42,247 58,434 +16,187 +38.32%
Kingsview Wealth Management LLC 23,844 32,784 +8,940 +37.49%
Allworth Financial LP 4,786 6,480 +1,694 +35.39%
DB Wealth Management Group LLC 44,284 59,913 +15,629 +35.29%
FinDec Wealth Services Inc. 106,081 142,642 +36,561 +34.47%
Aspire Private Capital LLC 3 4 +1 +33.33%
TPG Financial Advisors LLC 4,884 6,500 +1,616 +33.09%
Csenge Advisory Group 28,291 37,427 +9,136 +32.29%
Wealthfront Advisers LLC 1,262,792 1,633,014 +370,222 +29.32%
HCR Wealth Advisors 39,602 50,823 +11,221 +28.33%
Wells Fargo & Company MN 882,993 1,128,398 +245,405 +27.79%
Gradient Investments LLC 1,190 1,510 +320 +26.89%
Zuckerman Investment Group LLC 9,302 11,658 +2,356 +25.33%
Private Advisor Group LLC 34,998 43,804 +8,806 +25.16%
Arkadios Wealth Advisors 6,730 8,376 +1,646 +24.46%
Baker Tilly Financial LLC 28,069 34,686 +6,617 +23.57%
Benjamin F. Edwards & Company Inc. 2,253 2,762 +509 +22.59%
KC Investment Advisors LLC 14,247 17,429 +3,182 +22.33%
UBS Group AG 627,503 767,376 +139,873 +22.29%
Toroso Investments LLC 36,196 44,202 +8,006 +22.12%
Diversified Portfolios Inc. 11,500 13,920 +2,420 +21.04%
RiverFront Investment Group LLC 843,052 1,019,738 +176,686 +20.96%
Fulton Breakefield Broenniman LLC 33,134 40,055 +6,921 +20.89%
Resources Investment Advisors LLC. 246,858 297,380 +50,522 +20.47%
Nwam LLC 16,193 19,494 +3,301 +20.39%
Cetera Investment Advisers 417,294 501,132 +83,838 +20.09%
Mercer Global Advisors Inc. ADV 968,115 1,160,357 +192,242 +19.86%
Rooted Wealth Advisors Inc. 47,146 56,494 +9,348 +19.83%
Madden Advisory Services Inc. 62,044 74,230 +12,186 +19.64%
Cetera Advisor Networks LLC 147,063 175,500 +28,437 +19.34%
Nuveen Asset Management LLC 196,241 233,904 +37,663 +19.19%
Creative Planning 302,196 358,042 +55,846 +18.48%
Apollon Wealth Management LLC 32,504 38,498 +5,994 +18.44%
Paradigm Financial Partners LLC 228,776 269,413 +40,637 +17.76%
Atria Wealth Solutions Inc. 111,104 129,926 +18,822 +16.94%
Prudential PLC 24,900 29,100 +4,200 +16.87%
Curtis Advisory Group LLC 46,017 53,762 +7,745 +16.83%
Royal Bank of Canada 8,801,967 10,220,808 +1,418,841 +16.12%
Aveo Capital Partners LLC 11,213 13,007 +1,794 +16.00%
Jmac Enterprises LLC 77,154 89,451 +12,297 +15.94%
OLD National Bancorp IN 59,677 68,986 +9,309 +15.60%
Sigma Investment Counselors Inc. 114,031 131,464 +17,433 +15.29%
Vantage Financial Partners LLC 6,667 7,646 +979 +14.68%
D L Carlson Investment Group Inc. 34,326 39,161 +4,835 +14.09%
Continuum Advisory LLC 35,884 40,545 +4,661 +12.99%
Concorde Asset Management LLC 8,092 9,112 +1,020 +12.61%
Janney Montgomery Scott LLC 244,881 274,015 +29,134 +11.90%
Steel Peak Wealth Management LLC 6,085 6,795 +710 +11.67%
We Are One Seven LLC 36,818 40,989 +4,171 +11.33%
Acorn Wealth Advisors LLC 6,278 6,979 +701 +11.17%
JFS Wealth Advisors LLC 17,013 18,862 +1,849 +10.87%
Wealthsource Partners LLC 26,636 29,425 +2,789 +10.47%
Betterment LLC 142,315 156,938 +14,623 +10.28%
Wallace Advisory Group LLC 11,436 12,608 +1,172 +10.25%
Sunbelt Securities Inc. 41,599 45,840 +4,241 +10.19%
Endowment Wealth Management Inc. 30,822 33,842 +3,020 +9.80%
OLD Mission Capital LLC 38,945 42,651 +3,706 +9.52%
LPL Financial LLC 1,199,519 1,312,121 +112,602 +9.39%
CWM LLC 49,057 53,244 +4,187 +8.53%
Comerica Bank 22,082 23,863 +1,781 +8.07%
Dana Investment Advisors Inc. 11,571 12,503 +932 +8.05%
Penobscot Wealth Management 12,356 13,311 +955 +7.73%
Financial Advisory Partners LLC 349,836 376,524 +26,688 +7.63%
Mendel Capital Management LLC 13,857 14,879 +1,022 +7.38%
EFG Asset Management Americas Corp. 15,392 16,467 +1,075 +6.98%
Dakota Wealth Management 5,840 6,245 +405 +6.93%
First Hawaiian Bank 43,159 46,143 +2,984 +6.91%
LWS Wealth Advisors Inc. 167,903 179,428 +11,525 +6.86%
Webster Bank N. A. 157,977 168,635 +10,658 +6.75%
Baker Avenue Asset Management LP 393,738 420,275 +26,537 +6.74%
Sterling Investment Counsel LLC 15,141 16,151 +1,010 +6.67%
PFG Advisors 9,044 9,640 +596 +6.59%
Bank of America Corp DE 1,502,141 1,599,694 +97,553 +6.49%
Ascent Group LLC 118,274 125,833 +7,559 +6.39%
J.W. Cole Advisors Inc. 8,509 9,045 +536 +6.30%
Powers Advisory Group LLC 172,864 183,632 +10,768 +6.23%
Envestnet Asset Management Inc. 4,367,737 4,625,861 +258,124 +5.91%
Etesian Wealth Advisors Inc. 39,486 41,809 +2,323 +5.88%
Buckingham Strategic Partners 16,141 17,089 +948 +5.87%
Canvas Wealth Advisors LLC 16,026 16,960 +934 +5.83%
Level Four Advisory Services LLC 13,781 14,536 +755 +5.48%
One Capital Management LLC 69,567 73,368 +3,801 +5.46%
Western Wealth Management LLC 44,869 47,241 +2,372 +5.29%
GWM Advisors LLC 6,494 6,829 +335 +5.16%
Level Financial Advisors Inc. 100,823 105,462 +4,639 +4.60%
PFG Investments LLC 5,295 5,538 +243 +4.59%
Snowden Capital Advisors LLC 13,706 14,315 +609 +4.44%
New York Life Investment Management LLC 177,341 184,959 +7,618 +4.30%
Fairview Capital Investment Management LLC 198,468 206,848 +8,380 +4.22%
Carr Financial Group Corp 38,360 39,949 +1,589 +4.14%
Kestra Advisory Services LLC 138,351 143,547 +5,196 +3.76%
Beacon Financial Advisory LLC 10,713 11,089 +376 +3.51%
Alesco Advisors LLC 58,170 60,085 +1,915 +3.29%
Motley Fool Wealth Management LLC 429,412 443,416 +14,004 +3.26%
Miracle Mile Advisors LLC 475,506 490,519 +15,013 +3.16%
KFA Private Wealth Group LLC 8,849 9,128 +279 +3.15%
Investments & Financial Planning LLC 16,291 16,750 +459 +2.82%
ORG Partners LLC 177 182 +5 +2.82%
Actinver Wealth Management Inc. 20,715 21,279 +564 +2.72%
Warren Averett Asset Management LLC 30,516 31,305 +789 +2.59%
Angeles Wealth Management LLC 2,097 2,151 +54 +2.58%
SageView Advisory Group LLC 102,173 104,790 +2,617 +2.56%
S. R. Schill & Associates 52,280 53,580 +1,300 +2.49%
McNamara Financial Services Inc. 17,067 17,492 +425 +2.49%
Tradition Wealth Management LLC 407 417 +10 +2.46%
The PNC Financial Services Group Inc. 71,150 72,880 +1,730 +2.43%
Assetmark Inc. 2,011,140 2,059,721 +48,581 +2.42%
Econ Financial Services Corp 51,565 52,806 +1,241 +2.41%
Blue Barn Wealth LLC 144,488 147,830 +3,342 +2.31%
Bell Investment Advisors Inc 980 1,002 +22 +2.24%
Mutual Advisors LLC 27,923 28,547 +624 +2.23%
Founders Financial Alliance LLC 651 665 +14 +2.15%
Courage Miller Partners LLC 10,575 10,798 +223 +2.11%
Quaker Wealth Management LLC 10,142 10,354 +212 +2.09%
Peak Financial Management Inc. 198,393 202,158 +3,765 +1.90%
Sheets Smith Wealth Management 28,908 29,441 +533 +1.84%
Financial Management Network Inc. 14,511 14,774 +263 +1.81%
Prudential Financial Inc. 61,063 62,138 +1,075 +1.76%
Avantax Advisory Services Inc. 10,123 10,293 +170 +1.68%
Global Strategic Investment Solutions LLC 204,593 207,918 +3,325 +1.63%
CKW Financial Group 9,170 9,315 +145 +1.58%
My Legacy Advisors LLC 151,517 153,833 +2,316 +1.53%
Cadent Capital Advisors LLC 8,941 9,071 +130 +1.45%
Bartlett & Co. LLC 138,161 140,089 +1,928 +1.40%
Bartlett & CO. Wealth Management LLC 138,161 140,089 +1,928 +1.40%
HighTower Advisors LLC 722,148 731,417 +9,269 +1.28%
Cabot Wealth Management Inc. 29,801 30,171 +370 +1.24%
Boston Private Wealth LLC 82,039 82,901 +862 +1.05%
Raymond James & Associates 797,280 805,278 +7,998 +1.00%
Hunter Associates Investment Management LLC 7,179 7,251 +72 +1.00%
Commonwealth Equity Services LLC 3,027,146 3,056,988 +29,842 +0.99%
Financial Strategies Group Inc. 387,867 391,715 +3,848 +0.99%
Tucker Asset Management LLC 1,751 1,768 +17 +0.97%
Truist Financial Corp 431,461 435,339 +3,878 +0.90%
Advisor OS LLC 129,921 131,039 +1,118 +0.86%
Round Rock Advisors LLC 18,147 18,257 +110 +0.61%
Morgan Stanley 1,778,801 1,789,104 +10,303 +0.58%
Northwest Capital Management Inc 5,363 5,393 +30 +0.56%
Jaffetilchin Investment Partners LLC 24,017 24,111 +94 +0.39%
Jackson Creek Investment Advisors LLC 28,515 28,576 +61 +0.21%
Next Capital Management LLC 32,763 32,806 +43 +0.13%
Sumitomo Mitsui Trust Holdings Inc. 100,002 100,093 +91 +0.09%
Verum Partners LLC 74,513 74,545 +32 +0.04%
13F Filers Reporting New Positions In SHYG
Glassman Wealth Services 0 0 UNCH 100%
Principal Securities Inc. 0 10,551 +10,551 +100%
Northern Trust Corp 0 57,154 +57,154 +100%
Bailard Inc. 0 5,026 +5,026 +100%
South State CORP. 0 985 +985 +100%
Clearstead Advisors LLC 0 137 +137 +100%
State of Wisconsin Investment Board 0 472,000 +472,000 +100%
NBT Bank N A NY 0 768 +768 +100%
Wilbanks Smith & Thomas Asset Management LLC 0 468,097 +468,097 +100%
Chesapeake Capital Corp IL 0 70,853 +70,853 +100%
ProVise Management Group LLC 0 10,328 +10,328 +100%
Grimes & Company Inc. 0 3,933,072 +3,933,072 +100%
Capstone Investment Advisors LLC 0 314,901 +314,901 +100%
Sawtooth Solutions LLC 0 7,169 +7,169 +100%
Little Harbor Advisors LLC 0 142,180 +142,180 +100%
Prospera Financial Services Inc 0 42,383 +42,383 +100%
Colony Group LLC 0 5,000 +5,000 +100%
Saxony Capital Management LLC 0 6,658 +6,658 +100%
Chicago Partners Investment Group LLC 0 8,805 +8,805 +100%
Eqis Capital Management Inc. 0 14,345 +14,345 +100%
Financial Management Professionals Inc. 0 120 +120 +100%
Headlands Technologies LLC 0 744 +744 +100%
SRS Capital Advisors Inc. 0 198 +198 +100%
Arete Wealth Advisors LLC 0 28,829 +28,829 +100%
Richardson Capital Management LLC 0 876 +876 +100%
Alliance Wealth Management Group 0 100,724 +100,724 +100%
Squarepoint Ops LLC 0 33,241 +33,241 +100%
Share Andrew L. 0 8,448 +8,448 +100%
Shepherd Financial Partners LLC 0 13,607 +13,607 +100%
IHT Wealth Management LLC 0 71,013 +71,013 +100%
Wsfs Capital Management LLC 0 12,732 +12,732 +100%
Independence Bank of Kentucky 0 26 +26 +100%
Waterloo Capital L.P. 0 121,268 +121,268 +100%
Prime Capital Investment Advisors LLC 0 77,840 +77,840 +100%
Castleview Partners LLC 0 212 +212 +100%
Fulcrum Equity Management 0 10,257 +10,257 +100%
All Season Financial Advisors Inc. 0 25,338 +25,338 +100%
VisionPoint Advisory Group LLC 0 27,765 +27,765 +100%
Adroit Compliance LLC 0 44,197 +44,197 +100%
Ieq Capital LLC 0 11,371 +11,371 +100%
Aurum Wealth Management Group LLC 0 5,988 +5,988 +100%
Dohj LLC 0 36,465 +36,465 +100%
Lloyd Advisory Services LLC. 0 4,988 +4,988 +100%
FSA Wealth Management LLC 0 17 +17 +100%
Scarborough Advisors LLC 0 1,176 +1,176 +100%
Ndwm LLC 0 10,310 +10,310 +100%
International Assets Investment Management LLC 0 92,715 +92,715 +100%
Tennessee Valley Asset Management Partners 0 53 +53 +100%
Heritage Wealth Management LLC 0 11,935 +11,935 +100%
Diversified LLC 0 5,758 +5,758 +100%
Collective Family Office LLC 0 13,201 +13,201 +100%
Coppell Advisory Solutions LLC 0 17,691 +17,691 +100%
Vermillion & White Wealth Management Group LLC 0 1,793 +1,793 +100%
Cherry Creek Investment Advisors Inc. 0 6,162 +6,162 +100%
BayBridge Capital Group LLC 0 26,003 +26,003 +100%
CoreCap Advisors LLC 0 26,619 +26,619 +100%
Journey Strategic Wealth LLC 0 39,870 +39,870 +100%
Resurgent Financial Advisors LLC 0 4,553 +4,553 +100%
Bulltick Wealth Management LLC 0 32,842 +32,842 +100%
Security Financial Services INC. 0 6,562 +6,562 +100%
Hutchens & Kramer Investment Management Group LLC 0 10,153 +10,153 +100%
ICA Group Wealth Management LLC 0 4,165 +4,165 +100%
Dunhill Financial LLC 0 17 +17 +100%
Fortitude Family Office LLC 0 19,586 +19,586 +100%
Significant Wealth Partners LLC 0 11,183 +11,183 +100%
Destiny Capital Corp CO 0 134,987 +134,987 +100%
Bush Investment Group LLC 0 78,301 +78,301 +100%
Tyche Wealth Partners LLC 0 7,038 +7,038 +100%
Quotient Wealth Partners LLC 0 7,127 +7,127 +100%
BKM Wealth Management LLC 0 646 +646 +100%
Kitching Partners LLC 0 171,250 +171,250 +100%
Maia Wealth LLC 0 5,710 +5,710 +100%
Caitlin John LLC 0 125 +125 +100%
Catalytic Wealth RIA LLC 0 69,460 +69,460 +100%
Spectrum Wealth Counsel LLC 0 968 +968 +100%
Pathstone Holdings LLC 0 1,157,725 +1,157,725 +100%
Trademark Financial Management LLC 0 12,475 +12,475 +100%
Foster Dykema Cabot & Partners LLC 0 124 +124 +100%
GLOBALT Investments LLC GA 0 17,328 +17,328 +100%
Able Wealth Management LLC 0 293 +293 +100%
Financial Network Wealth Advisors LLC 0 22,349 +22,349 +100%
Vima LLC 0 160 +160 +100%
Hobbs Group Advisors LLC 0 961 +961 +100%
Richardson Financial Services Inc. 0 32,127 +32,127 +100%
ARK & TLK Investments LLC 0 6,928 +6,928 +100%
Processus Wealth & Capital Management LLC 0 36,066 +36,066 +100%
Yeomans Consulting Group Inc. 0 11,802 +11,802 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 350 350 UNCH 0.00%
Conning Inc. 210,194 210,194 UNCH 0.00%
Delphi Financial Group Inc. 790,320 790,320 UNCH 0.00%
Delta Asset Management LLC TN 483 483 UNCH 0.00%
Salem Investment Counselors Inc. 71 71 UNCH 0.00%
National Bank of Canada FI 550 550 UNCH 0.00%
UMB Bank N A MO 796 796 UNCH 0.00%
Smithfield Trust Co. 15,846 15,846 UNCH 0.00%
Duncker Streett & Co. Inc. 2,004 2,004 UNCH 0.00%
M&R Capital Management Inc. 215 215 UNCH 0.00%
Advanced Asset Management Advisors Inc 14,800 14,800 UNCH 0.00%
Partners Value Investments LP 241,302 241,302 UNCH 0.00%
Leuthold Group LLC 75,978 75,978 UNCH 0.00%
Coastline Trust Co 12,195 12,195 UNCH 0.00%
North Star Investment Management Corp. 5,090 5,090 UNCH 0.00%
Lee Financial Co 175 175 UNCH 0.00%
Meitav Dash Investments Ltd. 5,858 5,858 UNCH 0.00%
Nepc LLC 891,258 891,258 UNCH 0.00%
Signaturefd LLC 75 75 UNCH 0.00%
Harbor Investment Advisory LLC 60 60 UNCH 0.00%
Asset Dedication LLC 288 288 UNCH 0.00%
Transamerica Financial Advisors Inc. 6 6 UNCH 0.00%
Tower Research Capital LLC TRC 80 80 UNCH 0.00%
Colonial Trust Advisors 2,775 2,775 UNCH 0.00%
Lowe Wealth Advisors LLC 813 813 UNCH 0.00%
FinTrust Capital Advisors LLC 7,897 7,897 UNCH 0.00%
AllSquare Wealth Management LLC 15 15 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 795 795 UNCH 0.00%
Capital Investment Advisory Services LLC 3,928 3,928 UNCH 0.00%
Aptus Capital Advisors LLC 87 87 UNCH 0.00%
Qube Research & Technologies Ltd 8,352 8,352 UNCH 0.00%
Carmichael Hill & Associates Inc. 212 212 UNCH 0.00%
Investors Research Corp 455 455 UNCH 0.00%
Larson Financial Group LLC 94 94 UNCH 0.00%
GPS Wealth Strategies Group LLC 76 76 UNCH 0.00%
Financial Gravity Asset Management Inc. 4,861,729 4,861,729 UNCH 0.00%
Mmbg Investment Advisors CO. 16,348 16,348 UNCH 0.00%
Patriot Investment Management Inc. 14,726 14,726 UNCH 0.00%
Stonehage Fleming Financial Services Holdings Ltd 14,234 14,234 UNCH 0.00%
Avion Wealth 825 825 UNCH 0.00%
Tsfg LLC 26 26 UNCH 0.00%
Key Financial Inc 178 178 UNCH 0.00%
EPG Wealth Management LLC 2,322 2,322 UNCH 0.00%
Archer Investment Corp 991 991 UNCH 0.00%
Iron Horse Wealth Management LLC 181 181 UNCH 0.00%
FOCUS Wealth Advisors LLC 5,372 5,372 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 27 27 UNCH 0.00%
Allspring Global Investments Holdings LLC 395,500 395,500 UNCH 0.00%
Guardian Wealth Advisors LLC NC 87 87 UNCH 0.00%
Wedmont Private Capital 12,691 12,691 UNCH 0.00%
MAS Advisors LLC 10,243 10,243 UNCH 0.00%
Kathleen S. Wright Associates Inc. 9,097 9,097 UNCH 0.00%
Morton Brown Family Wealth LLC 37 37 UNCH 0.00%
Aspire Wealth Management Corp 4 4 UNCH 0.00%
Beacon Capital Management LLC 336 336 UNCH 0.00%
Redwood Financial Network Corp 10,984 10,984 UNCH 0.00%
Japan Science & Technology Agency 5,070,493 5,070,493 UNCH 0.00%
Colonial Trust Co SC 8,290 8,290 UNCH 0.00%
Trifecta Capital Advisors LLC 25 25 UNCH 0.00%
ZRC Wealth Management LLC 642 642 UNCH 0.00%
Cherry Tree Wealth Management LLC 488 488 UNCH 0.00%
New Republic Capital LLC 12,778 12,778 UNCH 0.00%
Syntax Research Inc. 961 961 UNCH 0.00%
13F Filers Decreasing SHYG Share Count
Legacy Financial Group LLC 170,403 10,799 -159,604 -93.66%
Macquarie Group Ltd. 1,019,006 80,271 -938,735 -92.12%
Merit Financial Group LLC 241,297 27,284 -214,013 -88.69%
AdvisorNet Financial Inc 6,526 910 -5,616 -86.06%
Foundations Investment Advisors LLC 170,976 27,061 -143,915 -84.17%
Northwestern Mutual Wealth Management Co. 130,423 26,048 -104,375 -80.03%
Morris Retirement Advisors LLC 116,932 29,027 -87,905 -75.18%
Koshinski Asset Management Inc. 22,571 5,609 -16,962 -75.15%
JPMorgan Chase & Co. 419,606 104,422 -315,184 -75.11%
Bank of Nova Scotia 20,662 5,458 -15,204 -73.58%
GoalVest Advisory LLC 477 129 -348 -72.96%
HRT Financial LP 88,679 24,283 -64,396 -72.62%
Bank of Montreal Can 65,135 21,131 -44,004 -67.56%
Monticello Wealth Management LLC 191,407 67,249 -124,158 -64.87%
Sigma Planning Corp 67,512 23,801 -43,711 -64.75%
Galvin Gaustad & Stein LLC 16,283 6,005 -10,278 -63.12%
Lincoln National Corp 28,386 11,698 -16,688 -58.79%
FMR LLC 6,535 2,899 -3,636 -55.64%
Vectors Research Management LLC 234,374 106,305 -128,069 -54.64%
Front Row Advisors LLC 616 300 -316 -51.30%
Advisory Services Network LLC 26,624 13,030 -13,594 -51.06%
First Horizon Advisors Inc. 2,041 999 -1,042 -51.05%
Wright Fund Managment LLC 2,944,159 1,459,500 -1,484,659 -50.43%
MA Private Wealth 59,174 29,955 -29,219 -49.38%
Retirement Financial Solutions LLC 361,752 185,669 -176,083 -48.68%
David Kennon Inc 199,016 109,729 -89,287 -44.86%
IFP Advisors Inc 21,840 12,731 -9,109 -41.71%
Channel Wealth LLC 16,392 9,699 -6,693 -40.83%
Nomura Asset Management Co. Ltd. 1,212,700 728,200 -484,500 -39.95%
Alliance Wealth Advisors LLC UT 23,672 14,355 -9,317 -39.36%
Cyndeo Wealth Partners LLC 77,619 47,300 -30,319 -39.06%
Probity Advisors Inc. 456,058 279,557 -176,501 -38.70%
Capital Analysts LLC 45,258 28,058 -17,200 -38.00%
O Shaughnessy Asset Management LLC 28,800 18,153 -10,647 -36.97%
Wambolt & Associates LLC 68,353 43,731 -24,622 -36.02%
Ameriprise Financial Inc. 392,250 253,431 -138,819 -35.39%
Cambridge Investment Research Advisors Inc. 232,456 150,855 -81,601 -35.10%
McAdam LLC 19,909 13,365 -6,544 -32.87%
Adell Harriman & Carpenter Inc. 253,304 172,080 -81,224 -32.07%
Global Retirement Partners LLC 6,592 4,517 -2,075 -31.48%
Allstate Corp 159,622 109,622 -50,000 -31.32%
Verus Capital Partners LLC 8,111 5,633 -2,478 -30.55%
Perigon Wealth Management LLC 87,808 61,557 -26,251 -29.90%
AE Wealth Management LLC 840,995 589,597 -251,398 -29.89%
Hsbc Holdings PLC 42,465 30,265 -12,200 -28.73%
Oppenheimer & Co. Inc. 21,066 15,044 -6,022 -28.59%
Townsquare Capital LLC 2,574,427 1,848,241 -726,186 -28.21%
Perennial Investment Advisors LLC 9,888 7,176 -2,712 -27.43%
Courier Capital LLC 245,324 178,672 -66,652 -27.17%
Disciplined Investments LLC 16,525 12,198 -4,327 -26.18%
Dynamic Advisor Solutions LLC 56,324 41,722 -14,602 -25.93%
Beirne Wealth Consulting Services LLC 10,982 8,170 -2,812 -25.61%
Virtue Capital Management LLC 124,670 93,588 -31,082 -24.93%
Great Lakes Retirement Inc. 45,208 33,961 -11,247 -24.88%
Stifel Financial Corp 463,781 349,202 -114,579 -24.71%
Portside Wealth Group LLC 114,281 86,200 -28,081 -24.57%
Advisor Group Holdings Inc. 1,246,220 951,222 -294,998 -23.67%
Nelson Van Denburg & Campbell Wealth Management Group LLC 1,173 897 -276 -23.53%
Wells Financial Advisors INC 2,155 1,655 -500 -23.20%
Paladin Advisory Group LLC 1,526 1,177 -349 -22.87%
Systelligence LLC 177,078 136,659 -40,419 -22.83%
Blankinship & Foster LLC 31,583 24,586 -6,997 -22.15%
Empower Advisory Group LLC 9,159,498 7,234,089 -1,925,409 -21.02%
StrategIQ Financial Group LLC 12,544 9,960 -2,584 -20.60%
AlphaStar Capital Management LLC 9,075 7,289 -1,786 -19.68%
Guidance Point Advisors LLC 22,928 18,503 -4,425 -19.30%
Beacon Pointe Advisors LLC 68,343 55,713 -12,630 -18.48%
Stokes Family Office LLC 11,552 9,440 -2,112 -18.28%
Western Financial Corp CA 37,290 30,501 -6,789 -18.21%
Transcend Wealth Collective LLC 9,341 7,641 -1,700 -18.20%
Horizon Financial Services LLC 19,690 16,189 -3,501 -17.78%
National Asset Management Inc. 20,231 16,656 -3,575 -17.67%
Johnson Bixby & Associates LLC 39,932 32,898 -7,034 -17.61%
KilterHowling LLC 364,938 301,147 -63,791 -17.48%
Charles Schwab Investment Advisory Inc. 5,731 4,741 -990 -17.27%
TBH Global Asset Management LLC 11,311 9,360 -1,951 -17.25%
Sierra Capital LLC 32,224 26,889 -5,335 -16.56%
Creative Financial Designs Inc. ADV 82,846 69,291 -13,555 -16.36%
Mascoma Wealth Management LLC 6,657 5,612 -1,045 -15.70%
MML Investors Services LLC 119,659 101,191 -18,468 -15.43%
NBC Securities Inc. 35,909 30,718 -5,191 -14.46%
Provence Wealth Management Group 747 643 -104 -13.92%
Naples Global Advisors LLC 62,653 54,058 -8,595 -13.72%
First Financialcorp IN 236 204 -32 -13.56%
Fifth Third Bancorp 13,338 11,538 -1,800 -13.50%
Matthew Goff Investment Advisor LLC 384,242 332,879 -51,363 -13.37%
First Foundation Advisors 38,763 33,603 -5,160 -13.31%
Capital Advisors Wealth Management LLC 6,922 6,002 -920 -13.29%
Towercrest Capital Management 186,036 161,718 -24,318 -13.07%
AlphaCentric Advisors LLC 4,674 4,090 -584 -12.49%
Cornerstone Planning Group LLC 859 756 -103 -11.99%
Northern Oak Wealth Management Inc. 38,072 33,710 -4,362 -11.46%
Thrive Capital Management LLC 214,423 189,982 -24,441 -11.40%
Dfpg Investments LLC 27,935 24,885 -3,050 -10.92%
Commonwealth Financial Services LLC 6,602 5,885 -717 -10.86%
US Bancorp DE 3,118 2,791 -327 -10.49%
Adviser Investments LLC 215,503 194,350 -21,153 -9.82%
Mariner LLC 715,563 645,827 -69,736 -9.75%
Bank of New York Mellon Corp 1,960,215 1,780,470 -179,745 -9.17%
Curi Capital 14,876 13,569 -1,307 -8.79%
Eagle Global Advisors LLC 6,128 5,598 -530 -8.65%
WealthShield Partners LLC 655 600 -55 -8.40%
Harbour Investments Inc. 16,266 14,959 -1,307 -8.04%
Geneos Wealth Management Inc. 75,794 69,744 -6,050 -7.98%
Redhawk Wealth Advisors Inc. 152,892 140,986 -11,906 -7.79%
FDx Advisors Inc. 49,358 45,523 -3,835 -7.77%
Worth Financial Advisory Group LLC 34,450 31,835 -2,615 -7.59%
TrueWealth Advisors LLC 5,108 4,749 -359 -7.03%
Advisory Alpha LLC 97,532 90,751 -6,781 -6.95%
BlackRock Inc. 3,712,988 3,456,578 -256,410 -6.91%
FWL Investment Management LLC 145 135 -10 -6.90%
Advisors Capital Management LLC 853,609 795,802 -57,807 -6.77%
Scotia Capital Inc. 40,438 37,875 -2,563 -6.34%
Westwood Holdings Group Inc. 6,870 6,444 -426 -6.20%
Stratos Wealth Partners LTD. 16,945 15,992 -953 -5.62%
AlphaCore Capital LLC 23,255 21,973 -1,282 -5.51%
Wealth Enhancement Advisory Services LLC 56,589 53,520 -3,069 -5.42%
Kraematon Investment Advisors Inc. 25,567 24,184 -1,383 -5.41%
Greystone Financial Group LLC 372,915 354,398 -18,517 -4.97%
Client 1ST Advisory Group LLC 9,558 9,141 -417 -4.36%
Northwest Investment Counselors LLC 10,018 9,650 -368 -3.67%
Raymond James Financial Services Advisors Inc. 504,217 487,288 -16,929 -3.36%
Proequities Inc. 87,036 84,177 -2,859 -3.28%
Summit X LLC 9,449 9,145 -304 -3.22%
Laffer Tengler Investments 30,468 29,519 -949 -3.11%
City Holding Co. 88,574 86,116 -2,458 -2.78%
Hexagon Capital Partners LLC 256 249 -7 -2.73%
IPG Investment Advisors LLC 14,302 13,930 -372 -2.60%
Klaas Financial Asset Advisors LLC 45,334 44,197 -1,137 -2.51%
Walkner Condon Financial Advisors LLC 8,634 8,424 -210 -2.43%
Spire Wealth Management 1,583 1,545 -38 -2.40%
Core Wealth Advisors Inc. 1,632 1,593 -39 -2.39%
ERn Financial LLC 7,136 6,966 -170 -2.38%
Captrust Financial Advisors 11,396 11,159 -237 -2.08%
Thrivent Financial for Lutherans 22,000 21,609 -391 -1.78%
Montecito Bank & Trust 26,050 25,615 -435 -1.67%
Mount Lucas Management LP 29,786 29,292 -494 -1.66%
Source Financial Advisors LLC 29,837 29,362 -475 -1.59%
Steward Partners Investment Advisory LLC 19,846 19,537 -309 -1.56%
NorthCrest Asset Manangement LLC 30,074 29,633 -441 -1.47%
Sage Advisory Services Ltd.Co. 301,341 296,982 -4,359 -1.45%
Wedbush Securities Inc. 20,292 20,008 -284 -1.40%
Roundview Capital LLC 97,963 96,680 -1,283 -1.31%
Ameritas Investment Partners Inc. 2,306 2,277 -29 -1.26%
Gallagher Fiduciary Advisors LLC 831,105 820,726 -10,379 -1.25%
Integrated Wealth Concepts LLC 166,538 164,612 -1,926 -1.16%
Atwood & Palmer Inc. 277,920 274,830 -3,090 -1.11%
Franklin Resources Inc. 615 610 -5 -0.81%
Raymond James Trust N.A. 21,007 20,860 -147 -0.70%
Sound Income Strategies LLC 1,006,924 1,000,092 -6,832 -0.68%
D.A. Davidson & CO. 144,087 143,141 -946 -0.66%
Investment Partners LTD. 77,262 76,848 -414 -0.54%
Hofer & Associates. Inc 41,723 41,550 -173 -0.41%
Mainstay Capital Management LLC ADV 9,752 9,723 -29 -0.30%
Advisors Asset Management Inc. 4,772 4,762 -10 -0.21%
Rosenberg Matthew Hamilton 15,396 15,383 -13 -0.08%
13F Filers Exiting SHYG
Buck Wealth Strategies LLC 431 0 -431 -100.00%
Hyperion Partners LLC 7,200 0 -7,200 -100.00%
Authentikos Wealth Advisory LLC 547 0 -547 -100.00%
Garden State Investment Advisory Services LLC 14,430 0 -14,430 -100.00%
Cape Investment Advisory Inc. 284 0 -284 -100.00%
Range Financial Group LLC 5,048 0 -5,048 -100.00%
Wayfinding Financial LLC 14,240 0 -14,240 -100.00%
Activest Wealth Management 2,180 0 -2,180 -100.00%
TNF LLC 5,339 0 -5,339 -100.00%
Twin Lakes Capital Management LLC 39 0 -39 -100.00%
Brown Financial Advisory 26,495 0 -26,495 -100.00%
4J Wealth Management LLC 24,617 0 -24,617 -100.00%
Horst & Graben Wealth Management LLC 6,363 0 -6,363 -100.00%
Absolute Capital Management LLC 15,641 0 -15,641 -100.00%
U.S. Capital Wealth Advisors LLC 5,570 0 -5,570 -100.00%
Columbia Advisory Partners LLC 9,375 0 -9,375 -100.00%
Lineweaver Wealth Advisors LLC 14,335 0 -14,335 -100.00%
Great Valley Advisor Group Inc. 9,269 0 -9,269 -100.00%
Cary Street Partners Investment Advisory LLC 700 0 -700 -100.00%
Brandywine Oak Private Wealth LLC 5,383 0 -5,383 -100.00%
Vista Investment Management 5,945 0 -5,945 -100.00%
Centerpoint Advisors LLC 103 0 -103 -100.00%
Financial Advocates Investment Management 22,729 0 -22,729 -100.00%
Shilanski & Associates Inc. 10,611 0 -10,611 -100.00%
Cypress Wealth Services LLC 5,544 0 -5,544 -100.00%
Belpointe Asset Management LLC 10,000 0 -10,000 -100.00%
Sowell Financial Services LLC 10,888 0 -10,888 -100.00%
Fort Sheridan Advisors LLC 9,457 0 -9,457 -100.00%
Signet Financial Management LLC 15,929 0 -15,929 -100.00%
Stonebridge Capital Advisors LLC 426 0 -426 -100.00%
Jane Street Group LLC 1,720,768 0 -1,720,768 -100.00%
Wolf Group Capital Advisors 57,677 0 -57,677 -100.00%
Mirae Asset Global Investments Co. Ltd. 39,166 0 -39,166 -100.00%
NewSquare Capital LLC 311 0 -311 -100.00%
Allianz Asset Management GmbH 173,440 0 -173,440 -100.00%
Global Endowment Management LP 16,975 0 -16,975 -100.00%
State of New Jersey Common Pension Fund D 2,800,000 0 -2,800,000 -100.00%
Two Sigma Securities LLC 5,611 0 -5,611 -100.00%
Ancora Advisors LLC 81 0 -81 -100.00%
Citadel Advisors LLC 13,762 0 -13,762 -100.00%
Headinvest LLC 1,474 0 -1,474 -100.00%
Hilltop Holdings Inc. 16,260 0 -16,260 -100.00%
Lazard Asset Management LLC 1 0 -1 -100.00%
Stephens Inc. AR 5,001 0 -5,001 -100.00%
MJP Associates Inc. ADV 5,292 0 -5,292 -100.00%
Brown Brothers Harriman & Co. 15 0 -15 -100.00%

See Summary: Institutional Holders of SHYG
See Details: Top 10 Hedge Funds Holding SHYG

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